- Products
- Pricing
- Solutions
-
-
By Use Case
- Digital Customer SuccessScale effort and align teams using digital-led strategies.
- Gainsight CS for SAP Sales CloudTransforming how businesses drive retention and growth within SAP Sales Cloud
- Gainsight EssentialsEssential features and onboarding to help you start and scale with Gainsight in as little as two weeks.
- Scale and EfficiencyDeliver outcomes without adding headcount.
- RetentionPredict churn and address risk.
- ExpansionIdentify and align on expansion opportunities.
- Product AdoptionProactively guide users to value.
-
By Team
- Customer SuccessEmpower and enable your CSMs.
- ProductCreate elegant product experiences.
- Customer ExperienceIdentify trends across the customer journey.
- Revenue and SalesDrive a high performing renewals process.
- IT and AnalyticsConsolidate your Customer Data.
- ExecutivesAlign on customer health and opportunities.
- Community TeamsBuild a modern customer community.
-
-
- Customers
- Resources
- The Latest from GainsightWhat’s new? From blogs to webinars, to guides and more.
-
-
The Latest from Gainsight
- Resources Library
- Gainsight Blog
- Upcoming Events and Webinars
- On-Demand Webinars
- Gainsight Glossary
-
Gainsight Pulse
Pulse isn’t just a conference—it’s where innovation meets community. The largest gathering of professionals dedicated to sparking revenue growth, building real connections, and turning ideas into action. Ready to put customers at the heart of your strategy? This is the place.
Check it Out- By TopicWe’ve got it all organized by Product, Customer Success, and Community.
-
-
Gainsight Pulse
Pulse isn’t just a conference—it’s where innovation meets community. The largest gathering of professionals dedicated to sparking revenue growth, building real connections, and turning ideas into action. Ready to put customers at the heart of your strategy? This is the place.
Check it Out- Customer ResourcesFind the Gainsight community, certifications, and documentation.
-
-
Gainsight Customer Communities
Create a single destination for your customers to connect, share best practices, provide feedback, and build a stronger relationship with your product.
Check it Out- Industry ResourcesFind a job, discover Pulse, and learn what’s happening industry-wide.
-
-
Industry Resources
- Customer Success Job Board
- Pulse Plus
- Pulse Conference
- Pulse Library
-
Gainsight Pulse
Pulse isn’t just a conference—it’s where innovation meets community. The largest gathering of professionals dedicated to sparking revenue growth, building real connections, and turning ideas into action. Ready to put customers at the heart of your strategy? This is the place.
Check it Out- Essential GuidesIf it’s here, it’s essential knowledge on CS, PX, and community.
- Company
- Impact
- Login
- Schedule a Demo
- Essential GuidesIf it’s here, it’s essential knowledge on CS, PX, and community.
-
- Industry ResourcesFind a job, discover Pulse, and learn what’s happening industry-wide.
- Customer ResourcesFind the Gainsight community, certifications, and documentation.
- By TopicWe’ve got it all organized by Product, Customer Success, and Community.
-
-
- The Latest from GainsightWhat’s new? From blogs to webinars, to guides and more.
- Products
- Pricing
- Solutions
- Customers
-
Resources
- The Latest from Gainsight
- By Topic
- Customer Resources
- Industry Resources
-
Gainsight Essential Guides
- Quarterly Business Reviews (QBRs)
- Customer Success
- Voice of the Customer
- Customer Success Management
- Customer Journey and Lifecycle
- Professional Services Success
- High Touch Customer Success Management
- Company-wide Customer Success
- Recurring Revenue
- Channel Partner Success
- Product-Driven Customer Success
- Churn
- Budgeting for Customer Success
- Product Analytics
- Customer Experience
- Business Metrics
- Choosing a Customer Success Solution
- Product Management Metrics
- AI For Customer Success Managers
- Customer Education
- Company
- Impact
- Login
Success Plan Reporting
This comprehensive dashboard uses core Gainsight objects to break down Success Plans at three levels.
Overview
A “Layer Cake” approach to Success Plans for the CSM gets more detailed as you scroll down. This comprehensive dashboard uses core Gainsight objects to break down Success Plans at three levels:
- Success Plan Level
- Objective Level
- Task Level
Multiple layouts depending on preferences Key component is filtering OUT non-Objective type CTA’s from reporting.
Included Assets
- Dashboards (1) – A one-stop-shop to review success plan information
- Reports (18) – Prebuilt reports focusing on success plans, objectives, and more